For the Quarter Ending June 2025
APAC
• Polyacrylate Rubber (ACM) prices in China saw gradual falling prices over Q2 2025, as a result of reduced export demand and oversupply, finally settling at about USD 4270/MT FOB Shanghai at the end of June.
• Prices fell in July 2025 due to reduced downstream automotive demand in China, despite stable supply and rising similar acrylic acid feedstock costs.
• ACM supply in China remained stable during Q2 as domestic production was steady, but rising inventories and sluggish international orders pressured prices.
• Export demand, particularly from India remained weak due to poor automotive sales, affecting ACM consumption.
• Logistics remained largely unaffected in Q2, with exporters relying on maritime routes to India and Southeast Asia amid stable freight rates.
• Production costs showed mixed trends with rising ethyl acrylate and falling butyl acrylate prices, partially balancing out cost pressures.
• ACM producers faced margin pressure due to excessive inventories and discounting, especially in May and June amid soft demand.
• The demand outlook for Q3 2025 is cautiously optimistic, driven by expected recovery in the NEV sector and potential restocking by overseas buyers.
• Price forecast for Q3 2025 indicates mild recovery if automotive demand in India and Southeast Asia improves, but oversupply risks remain.
North America
• Polyacrylate Rubber (ACM) prices in the USA declined by approximately 1.6% in Q2, settling near USD 3,090/MT CFR Los Angeles before easing to around USD 2,700/MT by late June.
• Bearish sentiment was driven by ample inventories, weak automotive demand (even with a March vehicle sales spike), economic uncertainty, and recent auto tariffs increasing cost pressures.
• Why did the price of Polyacrylate Rubber (ACM) change in June 2025? Prices dropped due to surplus stocks, cautious buying amid tariff concerns, and mixed feedstock costs that kept margins tight.
• Falling freight rates from Asia to US coasts (down 20% on the West Coast) lowered landed costs but intensified price pressure in an oversupplied market.
• Demand is expected to remain soft, tied closely to automotive production trends and tariff resolution; current outlook is subdued unless policy or production conditions improve.
• Production costs eased slightly as butyl acrylate feedstock softened, but stagnant acrylonitrile and abundant inventory continued to suppress margins.
• Prices are likely to remain flat to mildly bearish, with any recovery hinging on automotive sector rebound or easing trade tensions.
Europe
• Polyacrylate Rubber (ACM) in Germany saw persistent price declines in Q2 2025, with CFR Hamburg prices dropping from around USD 2,420/MT in April to approximately USD 2,250/MT by late June.
• Declining automotive sales in key markets like Germany and France, combined with ample inventories, triggered bearish sentiment and pressured ACM prices.
• Why did the price of Polyacrylate Rubber (ACM) change in July 2025? Prices dropped due to abundant inventory, cautious buyer activity, weak vehicle production, and trade macroeconomic concerns.
• Reduced freight rates out of Asia and persistent import inflows reduced landed costs while exacerbating oversupply in the local market.
• Demand is expected to remain tepid unless automotive production resumes strongly or trade tensions subside.
• Stable feedstock availability kept production costs steady, but falling demand and oversupply compressed producer margins.
• Polyacrylate rubber (ACM) prices are likely to remain flat to slightly bearish, with any upside depending on export growth or industry-end automotive recovery
For the Quarter Ending March 2025
North America
• The Polyacrylate Rubber (ACM) Price Index in North America displayed a mild downward trajectory during Q1 2025.
• January saw stable Polyacrylate Rubber (ACM) Spot Price levels, supported by balanced supply conditions and consistent automotive demand.
• February's decline in automotive sector demand by 2.3%, triggered by additional tariffs on imports from Mexico and Canada, began to strain market confidence and soften demand.
• March registered an estimated 3% drop in the ACM Price Index due to reduced input costs and tepid downstream demand from automotive producers.
• Polyacrylate Rubber (ACM) Production Cost Trend declined gradually across Q1, driven by lower raw material costs and trade-induced procurement adjustments.
• Polyacrylate Rubber (ACM) Demand Outlook remained subdued due to cross-border trade disruptions and muted vehicle production, especially outside the EV segment.
Why did the price of Polyacrylate Rubber (ACM) change in April 2025 in the US?
• The ACM Price Index in April decreased further due to lingering uncertainty from trade tariffs and low production volumes in the automotive sector.
• Polyacrylate Rubber (ACM) Price Forecast suggests prices may remain under pressure unless trade tensions ease and automotive manufacturing rebounds.
APAC
• The Polyacrylate Rubber (ACM) Price Index in APAC showed moderate fluctuations during Q1 2025, shaped by NEV production and raw material availability.
• Polyacrylate Rubber (ACM) Spot Price held steady in January, bolstered by strong demand from the New Energy Vehicle segment despite general weakness in industrial output.
• February saw a 1.5% increase in the ACM Price Index due to higher input costs and improved automotive production, particularly in China and South Korea.
• March experienced a significant 5.5% drop in the ACM Price Index, following a steep fall in acrylic acid prices and slowing downstream demand.
• Polyacrylate Rubber (ACM) Production Cost Trend declined sharply in March due to falling feedstock prices.
• Polyacrylate Rubber (ACM) Demand Outlook stayed stable for NEVs but weakened in broader automotive segments.
Why did the price of Polyacrylate Rubber (ACM) change in April 2025 in Asia?
• The ACM Price Index decreased by 1.3% due to inventory overhang, raw material deflation, and uneven demand across APAC economies.
• Polyacrylate Rubber (ACM) Price Forecast for Q2 2025 suggests mild recovery potential, contingent on raw material trends and consistent NEV production.
Europe
• The Polyacrylate Rubber (ACM) Price Index in Europe exhibited a declining trend throughout Q1 2025 due to persistent weakness in the automotive sector.
• Polyacrylate Rubber (ACM) Spot Price remained stable in January, but demand waned due to a 2.8% drop in vehicle sales.
• February saw a steeper 6.4% fall in vehicle sales, triggering supply overhang and minor price reductions as suppliers attempted to clear inventories.
• March continued the decline, with a 3.9% drop in automotive demand contributing to an overall 2.5–3% reduction in the ACM Price Index for the quarter.
• Polyacrylate Rubber (ACM) Production Cost Trend remained flat due to consistent raw material supply but declining manufacturing throughput.
• Polyacrylate Rubber (ACM) Demand Outlook remained weak with minimal offset from replacement part consumption.
Why did the price of Polyacrylate Rubber (ACM) change in April 2025 in Europe?
• The ACM Price Index declined further due to the prolonged contraction in vehicle manufacturing and oversupply.
• Polyacrylate Rubber (ACM) Price Forecast indicates a bearish Q2 unless European automotive recovery accelerates or exports pick up.
Frequently Asked Questions (FAQs):
1) What is the current demand outlook for Polyacrylate Rubber (ACM)?
The Polyacrylate Rubber (ACM) Demand Outlook is moderate in APAC due to NEV support, weak in North America due to trade disruptions, and sluggish in Europe amid falling automotive sales.
2) What is the production cost trend for Polyacrylate Rubber (ACM)?
Polyacrylate Rubber (ACM) Production Cost Trend is declining in APAC and North America due to lower feedstock prices and remains stable in Europe.
3) Who are the top Polyacrylate Rubber (ACM) producers in APAC?
Leading ACM producers in APAC include Zeon Corporation, NOK Corporation, and Shanghai 3F New Material Co.
4) What is the price forecast for Polyacrylate Rubber (ACM) in Q2 2025?
The Polyacrylate Rubber (ACM) Price Forecast indicates continued price softness in Europe and North America, with limited upside potential in APAC based on NEV demand.
